Job Description

Please read the post carefully before applying.

"ENTRY LEVEL", "IN OFFICE", PART TIME , "NOT RMOTE".

Title: Administrative and Advisor Relations Coordinator:

Company Description

Northeast Planning Group Inc. Northeast Producers Group are premiere wealth management organizations aiming to be among the largest in the country with a focus on individual and business financial planning. They offer a comprehensive portfolio of financial products and services, including life insurance, disability income insurance, annuities, pension and estate planning, and investments. The NPG team values character, integrity, respect, and ethical behavior, providing valuable financial services to customers.

Role Description:

This Administrative and Advisor Relations Coordinator is an entry-level part-time in-office role at our New Hyde Park, NY. location. This position can evolve into a full-time basis.

Complete any duties assigned by the firm owner.

The coordinator will be responsible for communication with customers and advisors, customer service, sales support, marketing coordination, and project management tasks on a day-to-day basis.

Qualifications:

Communication and Customer Service skills

Sales support and marketing coordination abilities

Excellent interpersonal and organizational skills

1 or 2 years of college in marketing, finance, business administration, or related field

NPG is an Equal Opportunity Employer.

Job Tags

Full time, Part time,

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